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Don't disagree at all Phil. Several items will help round out the picture: 1) Number of Rudy donors? Romney is up to 100,000 for the year and got 23,000 more this quarter. It is one sign of enthusiasm and organizational heft. 2) What is Thompson's cash on hand? This will tell us whether he is in good shape to do what he needs to do well- get in the top few finishers in Iowa and win SC and Florida(or come darn close in the latter). 3) What is Ron Paul going to use his money for? If it is running anti-War ads the other candidates will breath a sign of relief but if he's making clear some of them have not been small government conservatives it may be a problem.